AdvisorOS Directory
Claim Profile
MS

Matthew Robert Slowinski

DANA INVESTMENT ADVISORS INC·WAUKESHA, Wisconsin
Unclaimed Profile
20700 SWENSON DRIVE, SUITE 400, WAUKESHA, WI 53186-0904CRD# 4772534Firm CRD# 105879
01

About

Matthew Robert Slowinski is a registered financial advisor based in WAUKESHA, Wisconsin, affiliated with DANA INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
DANA INVESTMENT ADVISORS INC
DANA INVESTMENT ADVISORS INC
AUM
$4.5B
Regulatory assets under management
Employees
61
Total firm employees
View all advisors at DANA INVESTMENT ADVISORS INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4772534
Firm CRD# 105879
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WAUKESHA?

Browse all registered financial advisors in WAUKESHA, Wisconsin or claim this profile if it's yours.

Browse WAUKESHA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Matthew Robert Slowinski offer?
Matthew Robert Slowinski specializes in Investment Management, Wealth Management. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are Matthew Robert Slowinski's credentials?
Matthew Robert Slowinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Robert Slowinski located?
Matthew Robert Slowinski is based in WAUKESHA, Wisconsin, working with DANA INVESTMENT ADVISORS INC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.
How does Matthew Robert Slowinski charge for services?
Matthew Robert Slowinski's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DANA INVESTMENT ADVISORS INC?
DANA INVESTMENT ADVISORS INC has approximately 61 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WAUKESHA
Kenneth John Herdeman — EHLERS INVESTMENT PARTNERS, LLCSean Lentz — EHLERS INVESTMENT PARTNERS, LLCMike Harrigan — EHLERS INVESTMENT PARTNERS, LLCBruce Kimmel — EHLERS INVESTMENT PARTNERS, LLCBarry S. Arnold — GLOBAL VIEW CAPITAL MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile